Triad Investment Management’s Johnson & Johnson JNJ Stock Holding History

Triad Investment Management’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$613K	Sell	2,415 -600	-20%	-$140K	0.68%	30
2026 Q1	$737K	Sell	3,015 -2,049	-40%	-$477K	0.87%	28
2025 Q4	$1.05M	Buy	+5,064	New	+$1M	1.06%	27
2024 Q1	$801K	Hold	5,064	–	–	0.97%	27
2023 Q4	$794K	Hold	5,064	–	–	1.04%	28
2023 Q3	$789K	Hold	5,064	–	–	1.15%	30
2023 Q2	$838K	Hold	5,064	–	–	1.17%	31
2023 Q1	$785K	Hold	5,064	–	–	1.14%	32
2022 Q4	$895K	Hold	5,064	–	–	1.4%	26
2022 Q3	$827K	Hold	5,064	–	–	1.44%	28
2022 Q2	$899K	Hold	5,064	–	–	1.33%	29
2022 Q1	$897K	Hold	5,064	–	–	0.85%	37
2021 Q4	$866K	Buy	+5,064	New	+$829K	0.79%	33
2020 Q4	$797K	Hold	5,064	–	–	0.88%	34
2020 Q3	$754K	Hold	5,064	–	–	1.07%	31
2020 Q2	$712K	Sell	5,064 -100	-2%	-$14.6K	0.96%	32
2020 Q1	$677K	Hold	5,164	–	–	1.18%	27
2019 Q4	$753K	Sell	5,164 -411	-7%	-$55.7K	0.73%	37
2019 Q3	$668K	Buy	5,575 +411	+8%	+$54.1K	0.73%	36
2019 Q2	$719K	Sell	5,164 -405	-7%	-$56.1K	0.74%	34
2019 Q1	$779K	Buy	5,569 +405	+8%	+$54.2K	0.79%	35
2018 Q4	$666K	Buy	+5,164	New	+$720K	0.87%	37

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Triad Investment Management's JNJ Position: Q2 2026 in Review

Triad Investment Management reduced its Johnson & Johnson (JNJ) stake by 20% in Q2 2026, selling an estimated $140K and leaving 2,415 shares worth $613K. The position accounts for 0.68% of the portfolio, ranked #30.

Triad Investment Management first reported a position in JNJ in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.05M in Q4 2025. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Triad Investment Management held 2,415 shares of Johnson & Johnson worth $613K as of Q2 2026.
Triad Investment Management sold 600 Johnson & Johnson shares in Q2 2026, an estimated $140K.
Johnson & Johnson made up 0.68% of Triad Investment Management's portfolio in Q2 2026, its #30 holding.
Triad Investment Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 22 quarters since.
Triad Investment Management's Johnson & Johnson position peaked at $1.05M in Q4 2025.
1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.